Dallas Estate Planning Council
- Assets
- $205.0k
- Revenue
- $0.0
- Investments
- $0.0
- Employees
- 0
- Location
- Dallas, TX
- Founding
- 03/1978
- Data as of
- 05/2024
- EIN
- 75-1538106
Organization Overview
Dallas Estate Planning Council is located in Dallas, TX. The organization was established in 1978. According to its NTEE Classification (P99) the organization is classified as: Human Services N.E.C., under the broad grouping of Human Services and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Dallas Estate Planning Council is a 501(c)(6) and as such, is described as a "Business League, Chambers of Commerce, or Real Estate Board" by the IRS.
For the year ending 05/2024, Dallas Estate Planning Council generated $191.9k in total revenue. This represents relatively stable growth, over the past 9 years the organization has increased revenue by an average of 3.5% each year. All expenses for the organization totaled $190.6k during the year ending 05/2024. While expenses have increased by 1.6% per year over the past 9 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990EZ
Mission & Program ActivityExcerpts From the 990EZ Filing
TAX YEAR
2024
Describe the Organization's Program Activity:
Part 3
PRESENTED NINE SEMINARS ON VARIOUS ESTATE PLANNING TOPICS.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Dian Kauth Immediate Past President | 1 | $0 | |
Teresa Moore Executive Director | 18 | $40,380 | |
Richard Maus President | 1 | $0 | |
Laurel Stephenson Program Vice President | 1 | $0 | |
Michelle Johnson Membership Vice President | 1 | $0 | |
Laura Ryan Treasurer | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $140,780 |
| Membership dues | $44,955 |
| Investment income | $528 |
| Gain or Loss | $0 |
| Net Income from Gaming & Fundraising | $0 |
| Other Revenue | $5,600 |
| Total Revenue | $191,863 |
| Statement of Expenses | |
|---|---|
| Grants and similar amounts paid | $0 |
| Benefits paid to or for members | $0 |
| Salaries, other compensation, and employee benefits | $40,380 |
| Professional fees and other payments to independent contractors | $3,080 |
| Occupancy, rent, utilities, and maintenance | $419 |
| Printing, publications, postage, and shipping | $91 |
| Other expenses | $146,662 |
| Total expenses | $190,632 |
| Balance Sheet | |
|---|---|
| Cash, savings, and investments | $205,043 |
| Other assets | $0 |
| Total assets | $205,043 |
| Total liabilities | $0 |
| Net assets or fund balances | $205,043 |